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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,387 | $91,537+62.1% | $130,045+14.1% | $75,173+97.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.51% | -631.55%+644.1pp | -137.30%+149.8pp | 160.72%-148.2pp |
| Employer contribution / active EE | $7,692 | $2,845+170.4% | $4,321+78.0% | $2,671+188.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,700 | $6,780-74.9% | $10,600-84.0% | $5,651-69.9% |